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| Keyboard |
| Hutchinson Capital Management
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|
|---|---|
| CRD # | 106158 |
| SEC # | 801-48519 |
| CIK # | |
| AUM | 941.7 M (2026-03-30) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 415-464-5650 |
| Address | 1101 Fifth Avenue San Rafael, CA 94901 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 94.4 |
| (b) Individuals (high net worth individuals) | 156 | 739.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 54.5 |
| (h) Charitable organizations | 4 | 2.6 |
| (i) State or municipal government entities | 2 | 29.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 21.6 |
| (n) Other | 0 | 0.0 |
| Total | 779 | 941.7 |
| By Discretionary | ||
| Discretionary | 751 | 937.1 |
| Non-Discretionary | 28 | 4.5 |
| Total | 779 | 941.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 941.7 | |
| Total | 779 | 941.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Destiny Wealth Partners LLC
✚
|
FL | 947.3 M |
|
Auxier Asset Management LLC
✚
|
OR | 946.1 M |
|
Lafayette Investments Inc
✚
|
MD | 942.8 M |
|
Ashford Advisors LLC
✚
|
NY | 942.7 M |
|
Disciplined Investors LLC
✚
|
TX | 941.6 M |
|
Fagan Associates Inc
✚
|
NY | 940.7 M |
|
Rudney Associates Inc
✚
|
CA | 940.2 M |
|
Roberts Glore & Co
✚
|
IL | 938.4 M |
|
Stonebrook Private LLC
✚
|
MI | 937.0 M |
|
Hartline Investment Corp
✚
|
IL | 935.5 M |